July 5, 2021 - Sullivan Financial Planning

The Mysterious Order… of Asset Withdrawal

In the NewsBy Kristi Sullivan July 5, 2021

Ah, the books, debates, software applications, and gnashing of teeth around the perfect order to tap into retirement savings. Herewith, two reasons I think the conversation is overblown, followed by three ways to think about the mysterious Order of Withdrawal. CLICK HERE FOR THE FULL ARTICLE

Three Fun Ways to Save Money On Pet Care

Fun StuffBy Kristi Sullivan July 5, 2021

A line item that is often bigger than I expect in client budgets is pet care. Okay, face it, it’s dog care. I don’t have a lot of clients with ferrets or llamas and cats are very low maintenance. Herewith, three ways to save money on pet care – so you can add more to…